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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: marginmike who wrote (192834)	9/19/2002 3:41:45 PM
From: reaper	Respond to of 436258

am short HDI; we have talked about it on CFZ-e pleasure craft. there is Polaris (PII); they make ATVs and personal watercraft. there is MarineMax (HZO); to my knowledge they are the largest publicly-traded retailer of boats. Polaris is actually a great business, but then again its returns are premised on a peak sales number that could get cut in half. MarineMax IMO is a crappy business with low returns even in this environment, which makes it a candidate for zero if the boat market rolls over hard. no personal involvement (yet) in either of those. Cheers